H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC (EIN 59-2451713)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349304171
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:56:15-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH FRANKLIN STREET SUITE | AddressLine1Txt |
| Address Line2 | 2400 | AddressLine2Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592451713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LEE MOFFITT CANCER CENTER AND | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH INSTITUTE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HLEE | BusinessNameControlTxt |
| Phone | 8137454673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVETTE M LYONS TREMONTI | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 8137457862 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132254800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN F LIST MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $222,752,355 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOFFITT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE AND SUPPORT THROUGH RESEARCH, MANAGEMENT AND OTHER MEANS OF SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1761 | TotalEmployeeCnt |
| Total Volunteers | 345 | TotalVolunteersCnt |
| Total Gross UBI | $241,133 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $148 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $124,702,019 | PYContributionsGrantsAmt |
| CY Contributions Grants | $132,852,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,627,936 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,221,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,471,223 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,334,488 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,699,978 | PYOtherRevenueAmt |
| CY Other Revenue | $4,000,506 | CYOtherRevenueAmt |
| PY Total Revenue | $146,501,156 | PYTotalRevenueAmt |
| CY Total Revenue | $144,409,408 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,113,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $757,818 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $86,796,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $90,029,311 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,283,821 | PYOtherExpensesAmt |
| CY Other Expenses | $67,174,881 | CYOtherExpensesAmt |
| PY Total Expenses | $143,193,382 | PYTotalExpensesAmt |
| CY Total Expenses | $157,962,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,307,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,552,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $773,774,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $778,289,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $399,027,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $389,321,274 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $374,746,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $388,967,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTO PROMOTE AND SUPPORT H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING CENTER, AND H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION THROUGH RESEARCH, MANAGEMENT AND OTHER MEANS OF SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $105,495,672 | ExpenseAmt |
| Grant | $757,818 | GrantAmt |
| Revenue | $2,846,406 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS A RECOGNIZED LEADER IN FOCUSED, INNOVATIVE CANCER RESEARCH, A MAJOR REGIONAL ONCOLOGY REFERRAL CENTER, AND A NATIONAL CANCER INSTITUTE DESIGNATED COMPREHENSIVE CANCER CENTER.BASED ON ITS SINGULAR MISSION - TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER - THE CANCER CENTER'S RESEARCH ACTIVITIES RELATE PRIMARILY TO THE AREAS OF BASIC SCIENCE, CANCER PREVENTION AND CONTROL, TRANSLATIONAL SCIENCE, PRE-CLINICAL AND CLINICAL INVESTIGATIONS, AND PROVIDING MANAGEMENT AND OTHER SUPPORT SERVICES AS THE SOLE CORPORATE MEMBER AND PARENT FOR THE FOLLOWING SUBSIDIARY CORPORATIONS: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. (THE HOSPITAL) WHICH PROVIDES MEDICAL AND HOSPITAL CARE, MEDICAL EDUCATION AND TRAINING, AND CLINICAL (PATIENT-RELATED) RESEARCH IN MAINTAINING HEALTH, AND PREVENTING, DETECTING, AND TREATING CANCER;H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING CENTER, INC. (MOFFITT MEDICAL GROUP) WHICH EMPLOYS AND MANAGES PHYSICIANS AND OTHER MEDICAL PROFESSIONALS WHO STAFF THE HOSPITAL, AND PROVIDE CLINICAL RESEARCH SERVICES TO THE CANCER CENTER; ANDH. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. (THE FOUNDATION) WHICH IS THE PRINCIPAL FUND-RAISING ORGANIZATION FOR THE CANCER CENTER AND ITS SUBSIDIARIES.THE CANCER CENTER'S MULTIDISCIPLINARY CLINICAL PROGRAM STRUCTURE AND OPEN LABORATORY ARCHITECTURE PROVIDE AN ENVIRONMENT CONDUCIVE FOR TRAINING FUTURE SCIENTIFIC AND CLINICAL LEADERS IN ONCOLOGY, AND REFLECT THE CANCER CENTER'S COMMITMENT TO COLLABORATION IN ALL ASPECTS OF CANCER RESEARCH. | Desc |
| Total Program Service Expenses | $105,495,672 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 382 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1761 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YVETTE M LYONS TREMONTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8137457862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DR | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT ROTHMAN | |||||||||
| DIRECTOR, CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SENATOR CONNIE MACK | |||||||||
| DIRECTOR, IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J ADAMS | |||||||||
| DIRECTOR, VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H HILL III ESQ | |||||||||
| DIRECTOR, SECRETARY/TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARLOS ALFONSO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA BIEVER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE CARL CARPENTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE J COUCH SR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD DEBARTOLO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN DOYLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD C DROSTE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CECELIA D FERMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY L GENSHAFT PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JOHN A GRANT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JAMES T HARGRETT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH A HOUGHTON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE H LEE MOFFITT | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN RAMIL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCISCO SANCHEZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZ SMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN TOMLIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN F LIST | |||||||||
| PRES/CEO | 44.00 | 11.00 | Yes (X) | $2,904,711 | $0 | $76,128 | |||
| LOUIS D DE LA PARTE | |||||||||
| EVP GEN COUNS & ASST SEC | 22.00 | 33.00 | Yes (X) | $610,363 | $0 | $50,636 | |||
| JOHN A KOLOSKY | |||||||||
| EVP COO | 24.00 | 31.00 | Yes (X) | $942,465 | $0 | $94,556 | |||
| G DOUGLAS LETSON | |||||||||
| EVP-PIC | 11.00 | 44.00 | Yes (X) | $0 | $833,151 | $49,115 | |||
| THOMAS A SELLERS | |||||||||
| EVP CNT DIR, DIR-MRI | 55.00 | 0.00 | Yes (X) | $855,606 | $0 | $48,192 | |||
| YVETTE M LYONS TREMONTI | |||||||||
| EVP-CFO & ASST TREAS | 22.00 | 33.00 | Yes (X) | $653,701 | $0 | $51,585 | |||
| LYNN C MOSCINSKI | |||||||||
| CHIEF ACADEMIC OFFICER | 1.00 | 54.00 | Yes (X) | $0 | $619,187 | $37,132 | |||
| MARK F HULSE | |||||||||
| SVP CHIEF ADMIN OFFICER TO 11/24/15 | 55.00 | 0.00 | Yes (X) | $505,120 | $0 | $66,787 | |||
| MARIANA BUGALLO-MUROS | |||||||||
| VP CHIEF HR OFFICER | 55.00 | 0.00 | Yes (X) | $184,082 | $0 | $8,630 | |||
| DONALD FUTRELL | |||||||||
| VP FACILITIES & SUPPORT SVC | 55.00 | 0.00 | Yes (X) | $317,201 | $0 | $33,572 | |||
| B LEE GREEN | |||||||||
| VP DIVERSITY AND COMMUNITY RELATIONS | 55.00 | 0.00 | Yes (X) | $350,753 | $0 | $47,310 | |||
| JENNIFER GREENMAN | |||||||||
| VP & CIO | 55.00 | 0.00 | Yes (X) | $320,434 | $0 | $37,222 | |||
| DIANE HAMMON | |||||||||
| VP STRATEGIC DEVELOPMENT | 55.00 | 0.00 | Yes (X) | $332,497 | $0 | $42,382 | |||
| TRACY N PETERSON | |||||||||
| VP DEPUTY GENERAL COUNSEL | 55.00 | 0.00 | Yes (X) | $281,199 | $0 | $45,374 | |||
| DANA E ROLLISON | |||||||||
| VP CHIO | 55.00 | 0.00 | Yes (X) | $336,935 | $0 | $36,636 | |||
| BRIAN SPRINGER | |||||||||
| VP RESEARCH ADMIN | 55.00 | 0.00 | Yes (X) | $368,298 | $0 | $26,928 | |||
| W J WILSON | |||||||||
| VP GOVT RELATIONS | 55.00 | 0.00 | Yes (X) | $320,736 | $0 | $36,165 | |||
| KAREN FIELDS | |||||||||
| MED DIR, STRATEGIC ALLIANC | 50.00 | 0.00 | $393,262 | $0 | $49,147 | Yes (X) | |||
| JOHN L CLEVELAND | |||||||||
| ACD BASIC SCIENCE NFGC | 50.00 | 0.00 | $505,742 | $0 | $42,275 | Yes (X) | |||
| JULIE Y DJEU | |||||||||
| ACD RESEARCH EDUCATION | 50.00 | 0.00 | $414,922 | $0 | $64,611 | Yes (X) | |||
| PAUL JACOBSEN | |||||||||
| ACD FOR POPULATION SCIENCE | 50.00 | 0.00 | $438,621 | $0 | $45,941 | Yes (X) | |||
| SHENG WEI | |||||||||
| SR MBR FACULTY IMMUNOLOGY | 50.00 | 0.00 | $1,671,887 | $0 | $27,536 | Yes (X) | |||
| JANENE J CULUMBER | |||||||||
| FORMER SVP FIN & PAYOR STRAT | 0.00 | 0.00 | $130,196 | $0 | $0 | Yes (X) | |||
| WILLIAM S DALTON | |||||||||
| FORMER PRES-CEO;CTR DIR TO | 0.00 | 55.00 | $0 | $1,097,768 | $53,801 | Yes (X) | |||
| DORTE HEIMBECK | |||||||||
| FORMER INT VP HR | 50.00 | 0.00 | $185,609 | $0 | $20,981 | Yes (X) | |||
| JAMES J MULAY | |||||||||
| FORMER EVP APPL SC & ACD T | 54.00 | 1.00 | $557,052 | $0 | $41,148 | Yes (X) | |||
| JOANNE L OLSON | |||||||||
| FORMER VP HR | 0.00 | 0.00 | $105,229 | $0 | $10,619 | Yes (X) | |||
| DANIEL M SULLIVAN | |||||||||
| FORMER EVP ACD CLINICAL IN | 0.00 | 50.00 | $0 | $641,485 | $34,543 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,686,621 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,191,591 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,178,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 182 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHUMAKER LOOP & KENDRICK LLP | |||||
| 101 E KENNEDY BLVD STE 2800 | TAMPA | FL | 33602 | LEGAL SERVICES | $1,715,404 |
| FREEDOM SOLUTIONS LLC | |||||
| PO BOX 47765 | TAMPA | FL | 33646 | IT SERVICES | $1,593,747 |
| BERKELEY RESEARCH GROUP LLC | |||||
| 2200 POWELL STREET STE 1200 | EMERYVILLE | CA | 94608 | CONSULTING SERVICES | $578,515 |
| ESCOT BUS LINES | |||||
| 6890 142ND AVE NORTH | LARGO | FL | 33771 | TRANSPORTATION SERVICES | $503,541 |
| THEO EXECUTIVE GROUP LLC | |||||
| 909 LAKE CAROLYN PARKWAY | IRVING | TX | 75039 | ADVISORY SERVICES | $461,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $13,954,763 | RelatedOrganizationsAmt |
| Government Grants | $87,974,312 | GovernmentGrantsAmt |
| All Other Contributions | $30,923,383 | AllOtherContributionsAmt |
| Noncash Contributions | $1,498,283 | NoncashContributionsAmt |
| Total Contributions | $132,852,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORE LAB REVENUE | 900099 | $1,268,300 | $1,268,300 |
| AFFILIATE SERVICES | 900099 | $591,624 | $591,624 |
| INTERNATIONAL COLLAB | 900099 | $150,000 | $150,000 |
| CYCLOTRON | 900099 | $120,000 | $120,000 |
| REIMBURSEMENTS | 541900 | $42,548 | $42,548 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,484 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,221,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,390,000 | TotalRevenueColumnAmt |
| Exclusion | $2,390,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $624,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $624,450 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,640,402 | SecuritiesAmt |
| Other | $22,583 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,189,580 | SecuritiesAmt |
| Other | $153,367 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,450,822 | SecuritiesAmt |
| Other | -$130,784 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,320,038 | TotalRevenueColumnAmt |
| Exclusion | $2,320,038 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING | 900099 | $1,043,690 | $1,043,690 | |
| PREMIER PARTNERSHIP | 900099 | $940,871 | $924,975 | $15,896 |
| REV RECOG OF PY LIABIL | 900099 | $584,843 | $584,843 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,431,102 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $225,237 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,205,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,000,506 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,409,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,846,406 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $241,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,469,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,818 | TotalAmt |
| Program Services | $757,818 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,203,389 | TotalAmt |
| Program Services | $1,291,135 | ProgramServicesAmt |
| Management And General | $6,912,254 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,853 | TotalAmt |
| Management And General | $869,853 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,352,844 | TotalAmt |
| Program Services | $50,294,517 | ProgramServicesAmt |
| Management And General | $16,058,327 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,741,493 | TotalAmt |
| Program Services | $2,593,280 | ProgramServicesAmt |
| Management And General | $1,148,213 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308,068 | TotalAmt |
| Program Services | $4,565,553 | ProgramServicesAmt |
| Management And General | $1,742,515 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,553,664 | TotalAmt |
| Program Services | $3,057,783 | ProgramServicesAmt |
| Management And General | $1,495,881 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,852 | TotalAmt |
| Management And General | $1,260,852 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,658 | TotalAmt |
| Management And General | $80,658 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,051 | TotalAmt |
| Management And General | $124,051 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,410 | TotalAmt |
| Management And General | $339,410 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739,930 | TotalAmt |
| Program Services | $1,331,341 | ProgramServicesAmt |
| Management And General | $1,408,589 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,351 | TotalAmt |
| Program Services | $11,311 | ProgramServicesAmt |
| Management And General | $1,561,040 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,400,770 | TotalAmt |
| Program Services | $8,247,482 | ProgramServicesAmt |
| Management And General | $4,153,288 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,514 | TotalAmt |
| Management And General | $1,506,514 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,323,408 | TotalAmt |
| Program Services | $1,010,599 | ProgramServicesAmt |
| Management And General | $5,312,809 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,693 | TotalAmt |
| Program Services | $1,060,227 | ProgramServicesAmt |
| Management And General | $299,466 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,312 | TotalAmt |
| Management And General | $804,312 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,670,939 | TotalAmt |
| Program Services | $1,249 | ProgramServicesAmt |
| Management And General | $8,669,690 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,816 | TotalAmt |
| Management And General | $82,816 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOC OF INTERCO EXP | $0 | $17,578,203 | -$17,578,203 |
| PURCHASED SERVICES | $10,344,244 | $5,287,896 | $5,056,348 |
| INTERCOMPANY REVENUE AC | $6,509,395 | $6,509,395 | |
| SUBCONTRACTS | $3,917,031 | $3,917,031 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,138,507 | TotalAmt |
| Program Services | $4,490,247 | ProgramServicesAmt |
| Management And General | $4,648,260 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,962,010 | TotalAmt |
| Program Services | $105,495,672 | ProgramServicesAmt |
| Management And General | $52,466,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,618,169 | BOYAmt |
| EOY | $146,542,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,068 | BOYAmt |
| EOY | $1,915,239 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,452,601 | BOYAmt |
| EOY | $13,246,995 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,594,525 | BOYAmt |
| EOY | $11,266,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $727,146,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $366,075,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,385,505 | BOYAmt |
| EOY | $361,071,127 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,670,273 | BOYAmt |
| EOY | $244,247,247 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,774,141 | BOYAmt |
| EOY | $778,289,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,727,108 | BOYAmt |
| EOY | $81,851,647 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,471,803 | BOYAmt |
| EOY | $7,052,737 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,159,257 | BOYAmt |
| EOY | $292,164,560 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,669,355 | BOYAmt |
| EOY | $8,252,330 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,027,523 | BOYAmt |
| EOY | $389,321,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,698,635 | BOYAmt |
| EOY | $337,879,742 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,047,983 | BOYAmt |
| EOY | $51,088,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,746,618 | BOYAmt |
| EOY | $388,967,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,774,141 | BOYAmt |
| EOY | $778,289,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,552,602 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,506,138 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $32,280,075 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,384,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,306,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,277,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,702,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,852,458 | CurrentTaxYearAmt |
| Total | $553,522,973 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,384,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,306,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,277,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,702,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,852,458 | CurrentTaxYearAmt |
| Total | $553,522,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $553,522,973 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,306,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,974,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,911,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,520,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,014,450 | CurrentTaxYearAmt |
| Total | $15,725,963 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,896 | CurrentTaxYearAmt |
| Total | $181,795 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,513,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,207,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,200,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,397,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,759,373 | CurrentTaxYearAmt |
| Total | $27,079,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $596,509,780 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,226,425 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | CIGARETTE TAX PROCEEDS - 2011 Amount: $ 877995. 2012 Amount: $ 657163. 2013 Amount: $ 668365. 2014 Amount: $ 962301. 2015 Amount: $ 0. LICENSE FEES - 2011 Amount: $ 310312. 2012 Amount: $ 190434. 2013 Amount: $ 138078. 2014 Amount: $ 13859061. 2015 Amount: $ 282908. PARKING - 2012 Amount: $ 1045114. 2013 Amount: $ 1093542. 2014 Amount: $ 1079147. 2015 Amount: $ 1043690. EYE INSTITUTE REIMBURSEMENT - 2012 Amount: $ 148051. 2013 Amount: $ 138490. 2014 Amount: $ 143888. 2015 Amount: $ 127560. LEASES - 2012 Amount: $ 59455. 2013 Amount: $ 1639. 2014 Amount: $ 5578. 2015 Amount: $ 48351. STAFF RETAIL SERVICES - 2012 Amount: $ 29107. 2013 Amount: $ 83842. 2014 Amount: $ 107450. 2015 Amount: $ 41892. SETTLEMENT - 2014 Amount: $ 728402. SUPPORT ACCOUNTS - 2015 Amount: $ 415730. REBATES - 2015 Amount: $ 116048. PREMIER PARTNERSHIP - 2015 Amount: $ 924975. REV RECOG OF PRIOR YEAR LIABILITY - 2015 Amount: $ 584843. INTEREST FROM CONTROLLED ORG - 2015 Amount: $ 152860. MISC - 2011 Amount: $ 325683. 2012 Amount: $ 78302. 2013 Amount: $ 76608. 2014 Amount: $ 511669. 2015 Amount: $ 20516. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $7,425 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $28,012 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $155,118 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $6,642 | RalliesDemonstrationsAmt |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,788 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $201,985 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B, Line 1: | THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS THREE NON-PROFIT SUBSIDIARY CORPORATIONS ("CORPORATION") WERE CREATED TO GOVERN AND OPERATE THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE ("INSTITUTE") PURSUANT TO SECTION 1004.43, FLORIDA STATUTES. AMONG OTHER THINGS, SECTION 1004.43, FLORIDA STATUTES PROVIDES: (1) THAT THE CORPORATION SHALL ENTER INTO AN AGREEMENT WITH THE STATE BOARD OF EDUCATION FOR THE UTILIZATION OF FACILITIES ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA; (2) THAT THE CORPORATION SUBMIT ANNUAL POST AUDITS OF ITS FINANCIAL ACCOUNTS TO THE AUDITOR GENERAL OF THE STATE OF FLORIDA AND THE BOARD OF GOVERNORS FOR THEIR REVIEW; AND (3) THAT THE CORPORATION'S CEO REPORT TO THE BOARD OF GOVERNORS OR ITS DESIGNEE AND PROVIDE COPIES OF THE INSTITUTE'S ANNUAL REPORT TO THE GOVERNOR OF THE STATE OF FLORIDA, THE CABINET, THE PRESIDENT OF THE SENATE, THE SPEAKER OF THE HOUSE AND THE CHAIR OF THE BOARD OF GOVERNORS. ALTHOUGH THE CORPORATION IS A PRIVATE ENTITY, IT IS NONETHELESS SUBJECT TO THE STATE OF FLORIDA'S PUBLIC RECORDS AND THE PUBLIC MEETINGS LAWS. THE CORPORATION ALSO RELIES ON ANNUAL APPROPRIATIONS BY THE LEGISLATURE OF THE STATE OF FLORIDA AND GRANTS FROM VARIOUS LOCAL, STATE AND FEDERAL AGENCIES FOR OPERATION AND MAINTENANCE OF ITS FACILITIES AND FOR SPECIFIC RESEARCH AND CLINICAL PROGRAMS. FOR THESE REASONS, THE CORPORATION FROM TIME TO TIME ENGAGES LOBBYISTS AND OTHER CONSULTANTS; (1) TO ASSIST IT IN COMPLYING WITH ITS REPORTING REQUIREMENTS TO THE STATE OF FLORIDA UNDER SECTION 1004.43, FLORIDA STATUTES; (2) TO MONITOR LEGISLATIVE AND EXECUTIVE BRANCH ACTION AT LOCAL, STATE AND FEDERAL LEVELS OF GOVERNMENT WHICH IMPACT ITS OPERATION AND THE FULFILLMENT OF ITS MISSION; AND (3) TO INFLUENCE LEGISLATION IN FURTHERANCE OF ITS MISSION IN THE AREAS OF CANCER RESEARCH AND TREATMENT, THE TEACHING AND TRAINING OF HEALTH CARE PROFESSIONALS AND COMMUNITY EDUCATION AND OUTREACH ACTIVITIES. THE CORPORATION DOES NOT ENGAGE IN ANY ACTIVITIES TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE. |
| OTHER ACTIVITIES, LINE 1i | THE OTHER ACTIVITIES AMOUNT LISTED ON LINE 1i IS COMPRISED OF EXPENSES RELATED TO ORCHESTRATING CONTACT BETWEEN GRASSROOTS SUPPORTERS AND ELECTED OFFICIALS TO PROMOTE THE INSTITUTION'S LEGISLATIVE INITIATIVES. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,306,184 | OtherCostOrOtherBasisAmt |
| Book Value | $9,306,184 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $448,281,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,761,427 | DepreciationAmt |
| Book Value | $282,520,161 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,415,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,999,396 | DepreciationAmt |
| Book Value | $4,416,264 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,706,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,314,890 | DepreciationAmt |
| Book Value | $52,391,850 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,436,668 | OtherCostOrOtherBasisAmt |
| Book Value | $12,436,668 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $361,071,127 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUE COSTS | $1,501,631 |
| INTEREST IN NET ASSETS OF FOUNDATION | $33,201,910 |
| ASSETS WHOSE USE IS LIMITED | $178,907,224 |
| RECEIVABLES FROM CONTROLLED ORGS | $22,007,189 |
| OTHER RECEIVABLES | $8,059,575 |
| OTHER ASSETS | $69,618 |
| INVESTMENT IN MTC | $500,000 |
| INVESTMENT IN M2GEN | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $244,247,247 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE OBLIGATIONS | $6,255,686 |
| OTHER LIABILITIES | $1,996,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,252,330 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE CANCER CENTER RECOGNIZES UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT (I.E., GREATER THAN 50% LIKELIHOOD OF RECEIVING BENEFIT) AND RECORDS THESE BENEFITS AT THE AMOUNT MOST LIKELY TO BE REALIZED ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. THE CANCER CENTER HAS NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS AND DOES NOT BELIEVE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE CANCER CENTER'S UNRECOGNIZED TAX POSITION OVER THE NEXT 12 MONTHS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET NW SUITE 400 | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $26,000 | SPONSORSHIP |
| AMERICAN SOCIETY FOR MICROBIOLOGY | |||||||
| 1752 N STREET NW | WASHINGTON | DC | 20036 | 381616141 | 501(C)(3) | $10,000 | SPONSORSHIP |
| ASSOCIATION OF ONCOLOGY SOCIAL WORK | |||||||
| 17W110 22ND STREET STE 800 | OAKBROOK TERRACE | IL | 60181 | 133736895 | 501(C)(3) | $10,000 | SPONSORSHIP |
| BIOFLORIDA | |||||||
| 525 OKEECHOBEE BLVD SUITE 1500 | WEST PALM BEACH | FL | 33401 | 593436638 | $11,250 | SPONSORSHIP | |
| CENTER FOR BUILDING HOPE | |||||||
| 5481 COMMUNICATIONS PARKWAY | SARASOTA | FL | 34240 | 650495067 | 501(C)(3) | $7,500 | SPONSORSHIP |
| DEBARTOLO FAMILY FOUNDATION INC | |||||||
| 15436 N FLORIDA AVENUE SUITE 200 | TAMPA | FL | 33613 | 311739677 | 501(C)(3) | $12,000 | SPONSORSHIP |
| GREATER TAMPA CHAMBER OF COMMERCE INC | |||||||
| 201 N FRANKLIN STREET SUITE 201 | TAMPA | FL | 33602 | 590474960 | 501(C)(6) | $14,000 | SPONSORSHIP |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVENUE | TAMPA | FL | 33607 | 592883361 | 501(C)(3) | $6,000 | SPONSORSHIP |
| INSTITUTE FOR PATIENT & FAMILY CENTERED CARE | |||||||
| 6917 ARLINGTON ROAD SUITE 309 | BETHESDA | MD | 20814 | 521777133 | 501(C)(3) | $25,000 | SPONSORSHIP |
| KAY YOW CANCER FUND | |||||||
| 5121 KINGDOM WAY SUITE 305 | RALEIGH | NC | 27607 | 261789695 | 501(C)(3) | $6,000 | SPONSORSHIP |
| MARTIN HEALTH FOUNDATION | |||||||
| PO BOX 9010 | STUART | FL | 34995 | 592307522 | 501(C)(3) | $10,000 | SPONSORSHIP |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | 262408330 | 501(C)(3) | $7,500 | SPONSORSHIP |
| PEDIATRIC CANCER FOUNDATION | |||||||
| 5500 W EXECUTIVE DRIVE SUITE 300 | TAMPA | FL | 33609 | 593097333 | 501(C)(3) | $20,000 | SPONSORSHIP |
| TAMPA INNOVATION ALLIANCE INC | |||||||
| 3100 E FLETCHER AVENUE | TAMPA | FL | 33613 | 611692291 | 501(C)(6) | $50,000 | SPONSORSHIP |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | 135644916 | 501(C)(3) | $20,000 | SPONSORSHIP |
| THE V FOUNDATION | |||||||
| 106 TOWERVIEW COURT | CARY | NC | 27513 | 133705951 | 501(C)(3) | $25,000 | SPONSORSHIP |
| H LEE MOFFITT CC&RI HOSPITAL INC | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | 501(C)(3) | $115,071 | INTERCOMPANY SUPPORT |
| MOFFITT GENETICS CORPORATION | |||||||
| 10902 N MCKINLEY DRIVE | TAMPA | FL | 33612 | 208486180 | $243,654 | INTERCOMPANY SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHEDULE I, PART II, GRANTS LISTED AS SPONSORSHIPS ARE APPROVED THROUGH THE CHECK REQUEST PROCESS. BECAUSE OF THE NATURE OF THE GRANTS, THE GRANT USE IS NOT MONITORED SINCE THEY ARE GIVEN TO THE ORGANIZATION FOR A SPECIFIC PURPOSE OR EVENT. THE GRANTS LISTED AS INTERCOMPANY SUPPORT ARE ONLY MADE TO RELATED ORGANIZATIONS TO SUPPORT THEIR OPERATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN F LIST | ||||||||||||||
| PRES/CEO | $780,687 | $0 | $1,949,803 | $0 | $174,221 | $0 | $45,755 | $0 | $37,617 | $0 | $2,988,083 | $0 | $0 | $0 |
| LOUIS D DE LA PARTE | ||||||||||||||
| EVP GEN COUNS & ASST SEC | $405,550 | $0 | $174,254 | $0 | $30,559 | $0 | $32,202 | $0 | $27,042 | $0 | $669,607 | $0 | $0 | $0 |
| JOHN A KOLOSKY | ||||||||||||||
| EVP COO | $600,516 | $0 | $257,315 | $0 | $84,634 | $0 | $75,454 | $0 | $21,083 | $0 | $1,039,002 | $0 | $0 | $0 |
| G DOUGLAS LETSON | ||||||||||||||
| EVP-PIC | $0 | $543,509 | $0 | $234,075 | $0 | $55,567 | $0 | $26,443 | $0 | $24,402 | $0 | $883,996 | $0 | $0 |
| THOMAS A SELLERS | ||||||||||||||
| EVP CNT DIR, DIR-MRI | $546,623 | $0 | $235,241 | $0 | $73,742 | $0 | $26,443 | $0 | $23,731 | $0 | $905,780 | $0 | $0 | $0 |
| YVETTE M LYONS TREMONTI | ||||||||||||||
| EVP-CFO & ASST TREAS | $435,554 | $0 | $186,073 | $0 | $32,074 | $0 | $35,568 | $0 | $22,672 | $0 | $711,941 | $0 | $0 | $0 |
| LYNN C MOSCINSKI | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $0 | $478,210 | $0 | $120,725 | $0 | $20,252 | $0 | $26,442 | $0 | $12,329 | $0 | $657,958 | $0 | $0 |
| MARK F HULSE | ||||||||||||||
| SVP CHIEF ADMIN OFFICER TO 11/24/15 | $311,652 | $0 | $145,029 | $0 | $48,439 | $0 | $43,759 | $0 | $29,839 | $0 | $578,718 | $0 | $0 | $0 |
| MARIANA BUGALLO-MUROS | ||||||||||||||
| VP CHIEF HR OFFICER | $163,262 | $0 | $20,000 | $0 | $820 | $0 | -$45 | $0 | $15,127 | $0 | $199,164 | $0 | $0 | $0 |
| DONALD FUTRELL | ||||||||||||||
| VP FACILITIES & SUPPORT SVC | $225,028 | $0 | $83,089 | $0 | $9,084 | $0 | $15,989 | $0 | $26,629 | $0 | $359,819 | $0 | $0 | $0 |
| B LEE GREEN | ||||||||||||||
| VP DIVERSITY AND COMMUNITY RELATIONS | $245,081 | $0 | $93,116 | $0 | $12,556 | $0 | $21,917 | $0 | $33,635 | $0 | $406,305 | $0 | $0 | $0 |
| JENNIFER GREENMAN | ||||||||||||||
| VP & CIO | $225,567 | $0 | $83,732 | $0 | $11,135 | $0 | $17,843 | $0 | $24,946 | $0 | $363,223 | $0 | $0 | $0 |
| DIANE HAMMON | ||||||||||||||
| VP STRATEGIC DEVELOPMENT | $242,504 | $0 | $88,547 | $0 | $1,446 | $0 | $18,515 | $0 | $32,382 | $0 | $383,394 | $0 | $0 | $0 |
| TRACY N PETERSON | ||||||||||||||
| VP DEPUTY GENERAL COUNSEL | $211,563 | $0 | $69,153 | $0 | $483 | $0 | $15,428 | $0 | $31,136 | $0 | $327,763 | $0 | $0 | $0 |
| DANA E ROLLISON | ||||||||||||||
| VP CHIO | $242,948 | $0 | $89,589 | $0 | $4,398 | $0 | $16,950 | $0 | $20,902 | $0 | $374,787 | $0 | $0 | $0 |
| BRIAN SPRINGER | ||||||||||||||
| VP RESEARCH ADMIN | $269,764 | $0 | $96,752 | $0 | $1,782 | $0 | $15,500 | $0 | $13,834 | $0 | $397,632 | $0 | $0 | $0 |
| W J WILSON | ||||||||||||||
| VP GOVT RELATIONS | $240,820 | $0 | $68,881 | $0 | $11,035 | $0 | $21,248 | $0 | $22,141 | $0 | $364,125 | $0 | $0 | $0 |
| KAREN FIELDS | ||||||||||||||
| MED DIR, STRATEGIC ALLIANC | $333,360 | $0 | $56,646 | $0 | $3,256 | $0 | $26,443 | $0 | $24,066 | $0 | $443,771 | $0 | $0 | $0 |
| JOHN L CLEVELAND | ||||||||||||||
| ACD BASIC SCIENCE NFGC | $356,144 | $0 | $130,799 | $0 | $18,799 | $0 | $18,513 | $0 | $26,842 | $0 | $551,097 | $0 | $0 | $0 |
| JULIE Y DJEU | ||||||||||||||
| ACD RESEARCH EDUCATION | $298,339 | $0 | $107,567 | $0 | $9,016 | $0 | $49,578 | $0 | $16,155 | $0 | $480,655 | $0 | $0 | $0 |
| PAUL JACOBSEN | ||||||||||||||
| ACD FOR POPULATION SCIENCE | $303,114 | $0 | $110,041 | $0 | $25,466 | $0 | $19,950 | $0 | $27,429 | $0 | $486,000 | $0 | $0 | $0 |
| SHENG WEI | ||||||||||||||
| SR MBR FACULTY IMMUNOLOGY | $163,307 | $0 | $1,506,743 | $0 | $1,837 | $0 | $26,443 | $0 | $2,011 | $0 | $1,700,341 | $0 | $0 | $0 |
| JANENE J CULUMBER | ||||||||||||||
| FORMER SVP FIN & PAYOR STRAT | $0 | $0 | $0 | $0 | $130,196 | $0 | $0 | $0 | $0 | $0 | $130,196 | $0 | $0 | $0 |
| WILLIAM S DALTON | ||||||||||||||
| FORMER PRES-CEO;CTR DIR TO | $0 | $643,507 | $0 | $408,438 | $0 | $45,823 | $0 | $37,518 | $0 | $26,203 | $0 | $1,161,489 | $0 | $0 |
| DORTE HEIMBECK | ||||||||||||||
| FORMER INT VP HR | $150,412 | $0 | $34,736 | $0 | $461 | $0 | $11,910 | $0 | $9,875 | $0 | $207,394 | $0 | $0 | $0 |
| JAMES J MULAY | ||||||||||||||
| FORMER EVP APPL SC & ACD T | $375,807 | $0 | $137,410 | $0 | $43,835 | $0 | $18,443 | $0 | $27,629 | $0 | $603,124 | $0 | $0 | $0 |
| JOANNE L OLSON | ||||||||||||||
| FORMER VP HR | $80,072 | $0 | $0 | $0 | $25,157 | $0 | $8,284 | $0 | $2,738 | $0 | $116,251 | $0 | $0 | $0 |
| DANIEL M SULLIVAN | ||||||||||||||
| FORMER EVP ACD CLINICAL IN | $0 | $435,609 | $0 | $156,118 | $0 | $49,758 | $0 | $26,442 | $0 | $9,869 | $0 | $677,796 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1b | PAYMENTS MADE FOR SOCIAL CLUB DUES ARE APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JEC&BC). PAYMENTS ARE A FIXED AMOUNT BASED ON JOB CLASSIFICATION AND IS DOCUMENTED IN MINUTES OF THE COMMITTEE AND REPORTED BACK TO THE BOARD. |
| Part I, Lines 4a-b | IN GENERAL, HOSPITAL OFFERS SEVERANCE PAYMENTS TO TEAM MEMBERS IF THE TEAM MEMBER IS IN A POSITION THAT HAS BEEN ELIMINATED OR REALIGNED. JANENE J. CULUMBER, A FORMER OFFICER, LEFT MOFFITT INSTITUTE, A RELATED ORGANIZATION, ON MAY 25, 2014 AND CONTINUED TO RECEIVED SEVERANCE PAYMENTS OF $130,195.61 ELIGIBILITY TO PARTICIPATE IN/CONTRIBUTE TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN IS BASED ON JOB POSITION, YEAR'S OF SERVICE AND ANNUAL SALARY THRESHOLD WHICH ASSISTS IN DETERMINING THE TIER FOR WHICH THE TEAM MEMBER IS CLASSIFIED. THE COMPANY'S MATCHING CONTRIBUTION VARIES BETWEEN TIERS. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND AMOUNTS LISTED ARE INCLUDED IN THEIR TOTAL COMPENSATION LISTED IN SCH J, PART II, COLUMN B, RESPECTIVELY: YVETTE M. LYONS TREMONTI-$29,772 JANENE J. CULUMBER-$22,882 JOHN A. KOLOSKY-$53,507 BRAULIO VICENTE-$0 LOUIS D. DE LA PARTE-$28,036 G. DOUGLAS LETSON-$44,113 B. LEE GREEN-$0 ALAN F. LIST-$81,565 JAMES J. MULAY-$20,871 THOMAS A. SELLERS-$46,809 W. J. WILSON-$0 WILLIAM S. DALTON-$0 DANIEL M. SULLIVAN-$26,664 MARIA BUGALLO-MUROS-$0 PAUL JACOBSEN-$8553 DANA ROLLISON-$1,253 JULIE DJEU-$0 DIANE HAMMON-$0 MARK HULSE-$0 |
| Part I, Line 6 | IN GENERAL, INCENTIVE COMPENSATION IS BASED ON A PERCENTAGE OF MOFFITT'S NET OPERATING INCOME AND ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS, DIVISIONAL AND/OR INDIVIDUAL GOALS, PROVIDED A CERTAIN NET OPERATING INCOME THRESHOLD IS MET. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| HILLSBOROUGH COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 591293512 | 43233ADJ2 | 2007-11-08 | $118,550,173 | SEE SUPPLEMENTAL SCH K PART VI | 0 | 0 | 0 |
| HILLSBOROUGH COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 591293512 | 2015-10-06 | $18,440,000 | SEE SUPPLEMENTAL SCH K PART VI | 0 | 0 | 0 | |
| CITY OF TAMPA | ||||||||
| C | 591101138 | 875161BN0 | 2012-11-29 | $39,972,900 | SEE SUPPLEMENTAL SCH K PART VI | 0 | 0 | 0 |
| CITY OF TAMPA | ||||||||
| D | 591101138 | 875282BE4 | 2012-09-19 | $144,692,131 | SEE SUPPLEMENTAL SCH K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,950,000 | $126,113,398 | $8,806,625 | $8,332,655 | $1,028,820 | $94,652,670 | $1,571,771 | $11,720,857 | 2010 | 0 | 0 | 0 | Yes (1) |
| B | $18,440,000 | $18,440,000 | 2015 | 0 | 0 | 0 | Yes (1) | ||||||
| C | $2,885,000 | $39,972,906 | $284,723 | $39,688,177 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| D | $5,045,000 | $14,522,703 | $1,176,163 | $92,605,171 | $17,913,907 | $33,531,793 | 2016 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, Part IA column (F) | 1) FINANCING THE COST OF CONSTRUCTION AND EQUIPPING A FOUR STORY ADDITION TO THE MAIN CAMPUS OF THE HOSPITAL, TO INCLUDE 36 ADDITIONAL INPATIENT BEDS, RADIATION ONCOLOGY CLINIC PROGRAM EXPANSION WITH THE ADDITION OF TWO NEW VAULTS USED FOR STATE OF THE ART LINEAR ACCELERATORS, CLINICAL LAB AND PATHOLGY PROGRAM EXPANSION, APPROXIMATELY 40,000 GROSS SQUARE FEET OF FACULTY OFFICE SPACE, AND 1,000 SPACE PARKING GARAGE. 2) FINANCING THE COST OF VARIOUS BACKFILL AND REFURBISHMENT PROJECTS, INCLUDING THE ADDITION OF EIGHT INPATIENT BEDS IN EXISTING SPACE LOCATED AT THE INSTITUTE AND HOSPITAL. |
| FORM 990, SCHEDULE K, Part IB column (F) | 1)BOND PROCEEDS (SERIES 2010A AND 2010C) WERE USED TO CURRENT REFUND SERIES 2010 BONDS, ISSUED SEPTEMBER 8, 2010. |
| FORM 990, SCHEDULE K, Part IC column (F) | 1)PROCEEDS USED TO CURRENT REFUND SERIES 1999A AND 2002C BONDS, ISSUED MARCH 25, 1999 AND NOVEMBER 14, 2002 RESPECTIVELY. |
| FORM 990, SCHEDULE K, Part ID column (F) | 1) ACQUISITION, CONSTRUCTION, FURNISHING AND EQUIPPING OF THE MULTI-STORY MCKINLEY CLINICAL RESEARCH FACILITY AND INFRASTRUCTURE THAT WILL CONTAIN AN AMBULATORY SURGERY CENTER, PROCEDURE SUITES, CLINICS, IMAGING, INFUSION, SCREENING AND DRY LAB RESEARCH. 2)CONSTRUCTION, RENOVATION, AND EQUIPPING CLINICAL AND RESEARCH FACILITIES INCLUDING ADDITIONAL BED CAPACITY, OPERATING SUITES AND ASSOCIATED FACILITIES AND INFRASTRUCTURE. 3) A PORTION OF THE 2012A PROCEEDS WAS USED TO CURRENT REFUND 2002A AND 2002B SERIES BONDS, BOTH ISSUED NOVEMBER 14, 2002. |
| FORM 990, SCHEDULE K PART II, LINE 3 | THE DIFFERENCE BETWEEN TOTAL PROCEEDS AND ISSUANCE PRICE IS INVESTMENT EARNINGS. |
| SCHEDULE K, PART IV, LINE 2C: | MOFFITT CONTRACTS WITH THIRD PARTY TO ANNUALLY CALCULATE ARBITRAGE REBATES. NO REBATES ARE DUE. - |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KIRA HULSE | |||
| SEE PART V | $46,970 | SEE PART V | 0 |
| SENATOR CONNIE MACK | |||
| SEE PART V | $150,000 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | INTERESTED PERSON: KIRA HULSERELATIONSHIP: DAUGHTER OF MARK F. HULSE, OFFICERTRANSACTION DESCRIPTION: COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATIONINTERESTED PERSON: SENATOR CONNIE MACKRELATIONSHIP: PARTNER WITH LIBERTY PARTNERS, GROUP, A CONSULTING PUBLIC POLICY FIRM USED BY THE INSTITUTE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,498,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER ON LINE 25(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE INSTITUTE AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. INSTITUTE & MOFFITT GENETICS CORPORATION: THEODORE J. COUCH, DIRECTOR & OFFICER SENATOR CONNIE MACK, DIRECTOR & OFFICER ROBERT ROTHMAN, DIRECTOR & OFFICER H. LEE MOFFITT, DIRECTOR LOUIS D. DE LA PARTE, OFFICER JOHN A KOLOSKY, OFFICER YVETTE LYONS TREMONTI, OFFICER DANIEL M. SULLIVAN, OFFICER WILLIAM S.DALTON, OFFICER INSTITUTE & MOFFITT TECHNOLOGIES CORPORATION: ALAN F. LIST, DIRECTOR AND OFFICER JOHN A. KOLOSKY, OFFICER LOUIS D. DE LA PARTE, OFFICER YVETTE LYONS TREMONTI, OFFICER JAMES J. MULAY, OFFICER |
| Form 990, Part VI, Section B, line 11 | LINE 11B, PRIOR TO PROVIDING FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, TO THE PARENT-RESEARCH BOARD OF DIRECTORS FOR REVIEW, THE CHIEF FINANCIAL OFFICER REVIEWS THE RETURN. SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED AND ANY NECESSARY CORRECTIONS ARE MADE. PRIOR TO ELECTRONICALLY FILING FORM 990, MOFFITT PARENT-RESEARCH PROVIDES A COPY OF THE RETURN TO THE GOVERNING BODY, GIVING EACH BOARD MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. |
| Form 990, Part VI, Section B, line 12c | ON AN ANNUAL BASIS A PRESENTATION IS MADE TO RESEARCH BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ATTACHED TO THE POLICY. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. |
| Form 990, Part VI, Section B, line 15 | MOFFITT'S BOARD OF DIRECTORS HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE DIRECTORS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE PERFORMANCE AND COMPENSATION OF MOFFITT EXECUTIVES AND DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEPARTMENT CHAIRPERSONS. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN AS NEEDED AND DOES AT ITS DISCRETION, ENGAGE OUTSIDE INDEPENDENT, OUTSIDE ADVISORS INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH EXECUTIVE, DISQUALIFIED PERSON AND INDIVIDUAL IN KEY POSITIONS. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED MOFFITT POSITION TO ITS APPROPRIATE MARKET EQUIVALENT. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF COMPENSATION, WHO IS NOT INCLUDED IN THE EXECUTIVE OR DISQUALIFIED PERSON CATEGORIES, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS ALONG WITH THE CONSULTANT'S COMPARABILITY DATA ARE PRESENTED TO THE JEC&BC FOR IT TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. EVERY THIRD YEAR THE INDEPENDENT CONSULTANT ANALYZES THE TOTAL EXECUTIVE COMPENSATION PROGRAM, USING THE SAME METHODOLOGY AS DESCRIBED ABOVE, THAT INCLUDES THE VALUE OF ALL BENEFITS AND PREREQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE EXECUTIVES AND DISQUALIFIED PERSONS. THE PURPOSE OF THE ANALYSIS IS TO PROVIDE AN OPINION ON THE REASONABLENESS OF EACH OF THE INDIVIDUAL COMPENSATION COMPONENTS AND THE AGGREGATE COMPENSATION TOTAL. THIS MORE COMPREHENSIVE ANALYSIS IS PROVIDED TO THE JEC&BC FOR THEIR USE IN THE ANNUAL REVIEW PROCESS. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE FULL BOARD. |
| Form 990, Part VI, Section C, line 19 | MOFFITT RESEARCH MAKES AVAILABLE TO THE PUBLIC THROUGH THIRD PARTY VENDORS' WEBSITES, ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS. FORM 990 IS MADE AVAILABLE ON GUIDESTAR WHILE THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON DACBOND. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Section B, Line 16b: | THE ORGANIZATION HAS ADOPTED A WRITTEN JOINT VENTURE PROCEDURE WITH WHICH IT COMPLIES, BUT HAS NOT BEEN BOARD APPROVED. PARENT/RESEARCH HAS ONE JOINT VENTURE AGREEMENT WITH PREMIER PURCHASING PARTNERS WHICH HAS BEEN IN EFFECT PRIOR TO 2008 AND RENEWED AT THE END OF 2014. |
| FORM 990, PART VII, SECTION A | INCLUDED IN ALAN LIST'S COMPENSATION IS A ROYALTY PAYMENT RELATED TO A RESEARCH INVENTION IN THE AMOUNT OF $ 1,503,462. |
| Form 990, Part IX, Column (D): | THERE ARE NO FUNDRAISING EXPENSES BECAUSE THE CONTRIBUTIONS ARE FROM RELATED ORGANIZATIONS, GOVERNMENT GRANTS, AND OTHER GRANTS. H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HANDLES ALL FUNDRAISING ACTIVITIES FOR H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES. |
| Form 990, Part XI, line 9: | PREMIER PARTNERSHIP INCOME -940871. INTEREST IN NET ASSETS OF FOUNDATION -403105. TRANSFER FROM TAX EXEMPT AFFILIATE 35746058. GRANT REFUNDS -267740. NONCASH CONTRIBUTION INCLUDED IN REV ON 990, BUT NOT AUDITED FINANCIAL STMT -202978. NET ASSETS RELEASED FROM RESTRICTION -1651289. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE HOSPITAL INC | |||||||||||
| 12902 MAGN0LIA DRIVE | TAMPA | FL | 33612 | 593238634 | PATIENT CARE | FL | 501(c)(3) | Line 3 | N/A | Yes (1) | |
| H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE FOUNDATION INC | |||||||||||
| 12902 MAGN0LIA DRIVE | TAMPA | FL | 33612 | 593238636 | FUNDRAISING | FL | 501(c)(3) | Line 7 | Yes (1) | H LEE MOFFITT CANCER CTR & RES INST INC | |
| H LEE MOFFITT CC&RI LIFETIME CANCER SCREENING CENTER INC | |||||||||||
| 12902 MAGN0LIA DRIVE | TAMPA | FL | 33612 | 593238640 | PRACTICE MANAGEMENT | FL | 501(c)(3) | Line 9 | Yes (1) | H LEE MOFFITT CANCER CTR & RES INST INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOFFITT TECHNOLOGIES CORPORATION | ||||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 300332914 | TECHNOLOGY MANAGEMENT | FL | H LEE MOFFITT CC&RI INC | C | -$1,128 | $264,505 | 1.00000 | Yes (1) |
| MOFFITT GENETICS CORPORATION | ||||||||||||
| 10902 N MCKINLEY DRIVE | TAMPA | FL | 33612 | 208486180 | DATABASE MANAGEMENT | FL | H LEE MOFFITT CC&RI INC | C | -$5,305,818 | $28,164,020 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MOFFITT GENETICS CORPORATION | ||
| A | $225,237 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| A | $152,860 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| B | $243,654 | FMV |
| H LEE MOFFITT CC&RI HOSPITAL INC | ||
| B | $115,071 | FMV |
| H LEE MOFFITT CC&RI FOUNDATION INC | ||
| C | $11,192,430 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| C | $2,762,333 | FMV |
| H LEE MOFFITT CC&RI FOUNDATION INC | ||
| D | $3,041,913 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| D | $13,921,518 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| D | $5,000,000 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| D | $43,758 | FMV |
| MOFFITT GENETICS CORPORATION | ||
| P | $1,700,482 | FMV |